These forms are provided to help you organize your project before and during the loan process. This page is not listed in the public navigation — it is shared directly with borrowers who have requested these materials.
A 57-line itemized budget form covering every major trade category — from site work and foundation through finishes, landscaping, and contingency. Use this to organize your project budget before your first conversation.
A detailed 21-section specification form covering every material choice — footings, framing, roofing, electrical, plumbing, insulation, finishes, appliances, and more. Required for underwriting; submit with the loan application.